Strategic Wealth Investment Group, LLC
Position in NEE — Nextera Energy Inc
CIK 1802365
LOUISVILLE, KY
Position in NEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$12,492,304
New position
Shares Held
142,330
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
2.26%
of 13F equity value
Holder Rank
#508
of 3,000 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Strategic Wealth Investment Group, LLC holds $18,606,497 across 2 Utilities - Regulated Electric names. NEE ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
This page
|
142,330 | $12,492,304 | |
| 2 | DUK |
Duke Energy CORP
|
48,303 | $6,114,193 |
All Filings in NEE
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,492,304 | 142,330 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||